+141.5%
HIMS vs AMBA
-69.7%
+211.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.6% |
| 7D | -24.1% | +2.7% | -26.8% | -25.0% |
| 30D | -28.8% | -2.2% | -26.6% | -28.2% |
| 3M | -31.4% | -26.6% | -4.8% | -22.7% |
| 6M | -18.3% | -26.8% | +8.5% | -13.2% |
| YTD | -39.2% | -15.1% | -24.1% | -40.4% |
| 1Y | -45.3% | -32.3% | -13.0% | -41.8% |
| 3Y | +181.9% | +19.8% | +162.0% | +117.5% |
| All | +141.5% | -69.7% | +211.2% | +175.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling